Question 1

How many shares of DELL does PRIMECAP MANAGEMENT CO/CA/ own?

Accepted Answer

As of 2026-Q2, PRIMECAP MANAGEMENT CO/CA/ holds 381,700 shares of DELL (DELL TECHNOLOGIES INC).

Question 2

What is PRIMECAP MANAGEMENT CO/CA/'s DELL position worth?

Accepted Answer

As of 2026-Q2, PRIMECAP MANAGEMENT CO/CA/'s DELL position is worth $164.7M.

Question 3

Is PRIMECAP MANAGEMENT CO/CA/ buying or selling DELL?

Accepted Answer

In 2026-Q2, PRIMECAP MANAGEMENT CO/CA/ increased their DELL position (+1.9% change in shares).

Question 4

When did PRIMECAP MANAGEMENT CO/CA/ first buy DELL?

Accepted Answer

Based on available 13F filings, PRIMECAP MANAGEMENT CO/CA/ first reported a position in DELL in 2024-Q3. They have held the position across 31 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	381,700	+1.9%	$164.7M	0.1%	$430.75	31
2026-Q1	Decreased	374,650	-0.1%	$61.5M	0.0%	$163.35	0
2025-Q4	Decreased	375,150	-1.2%	$47.2M	0.0%	$124.74	0
2025-Q3	Decreased	379,850	-2.9%	$53.9M	0.0%	$139.99	0
2025-Q2	Decreased	391,000	-3.4%	$47.9M	0.0%	$120.56	0
2025-Q1	Decreased	404,630	-1.6%	$36.9M	0.0%	$89.07	0
2024-Q4	Decreased	411,320	-2.3%	$47.4M	0.0%	$112.16	0
2024-Q3	Decreased	420,870	-1.6%	$49.9M	0.0%	$114.96	0